UCFA
BFK

United Capital Financial Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

United Capital Financial Advisors’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,000
Closed -$148K – 1204
2021
Q3 		$148K Buy
+10,000
New +$155K ﹤0.01% 1161

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's BFK Position: Q4 2021 in Review

United Capital Financial Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q4 2021, closing a stake of 10,000 shares — an estimated $148K sold.

United Capital Financial Advisors first reported a position in BFK in Q3 2021 and held it in 1 quarter. The position peaked at $148K in Q3 2021. 62 funds tracked by Wall St. Rank hold BFK as of Q4 2021.

  • United Capital Financial Advisors reported no remaining BlackRock Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 BlackRock Municipal Income Trust shares in Q4 2021, an estimated $148K.
  • United Capital Financial Advisors first reported a position in BlackRock Municipal Income Trust in Q3 2021 and held it in 1 quarter.
  • United Capital Financial Advisors's BlackRock Municipal Income Trust position peaked at $148K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.